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JPMorgan Chase
JPM

Overview Fund Activity

3,200 hedge funds and large institutions have $329B invested in JPMorgan Chase in 2021 Q1 according to their latest regulatory filings, with 214 funds opening new positions, 1,336 increasing their positions, 1,369 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,200
Holders Change
+87
Holders Change %
+2.79%
% of All Funds
56.35%
Holding in Top 10
687
Holding in Top 10 Change
+157
Holding in Top 10 Change %
+29.62%
% of All Funds
12.1%
New
214
Increased
1,336
Reduced
1,369
Closed
93
Calls
$4.84B
Puts
$6.92B
Net Calls
-$2.09B
Net Calls Change
-$488M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$40B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$7.19B
3
Capital Research Global Investors
Capital Research Global Investors
California
$6.91B
4
State Street
State Street
Massachusetts
$21.6B
5
BlackRock
BlackRock
New York
$30.2B

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$183M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.39B
3
Viking Global Investors
Viking Global Investors
Connecticut
$133M
4
DCP
D1 Capital Partners
New York
$0
5
Franklin Resources
Franklin Resources
California
$3.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
RMA
401
Roffman Miller Associates
Pennsylvania
$43.7M +$8.11M +93,519 +23%
ZCM
402
Ziegler Capital Management
Illinois
$43.5M +$2.12M +13,959 +5%
CIP
403
Chartwell Investment Partners
Pennsylvania
$43.2M +$333K +2,185 +0.8%
PF
404
Phoenix Financial
Israel
$42.9M +$73.2K +481 +0.2%
WSFS
405
Wilmington Savings Fund Society
Delaware
$42.7M -$1.82M -11,934 -4%
ZIC
406
ZWJ Investment Counsel
Georgia
$42.5M -$628K -4,126 -1%
Impax Asset Management Group
407
Impax Asset Management Group
United Kingdom
$41.8M +$831K +5,459 +2%
OSAM
408
O'Shaughnessy Asset Management
Connecticut
$41.7M -$179K -1,176 -0.4%
BPB
409
Badgley, Phelps & Bell
Washington
$41.3M +$179K +1,176 +0.4%
BSA
410
Braun Stacey Associates
New York
$40.9M -$2.02M -13,245 -5%
CAG
411
Crestwood Advisors Group
Massachusetts
$40.4M -$966K -6,345 -2%
PC
412
PM Capital
Australia
$40.3M -$7.37M -48,400 -15%
ACI
413
Alpha Cubed Investments
California
$40.2M +$1.63M +10,697 +4%
BNP Paribas Asset Management
414
BNP Paribas Asset Management
France
$40.1M +$22.6M +148,365 +129%
WTC
415
WhitTier Trust Company
Nevada
$39.9M +$1.7M +11,184 +4%
PFP
416
Pinnacle Financial Partners
Tennessee
$39.7M +$885K +6,062 +2%
SAM
417
Securian Asset Management
Minnesota
$39.4M -$1.28M -8,411 -3%
DFO
418
Duquesne Family Office
New York
$39.3M +$39.3M +258,420 New
CAI
419
Capital Advisors Inc
Oklahoma
$39.3M -$1.79M -11,728 -4%
AIM
420
Avity Investment Management
Connecticut
$39.3M -$191K -1,256 -0.5%
ACM
421
Advisors Capital Management
New Jersey
$38.7M -$1.8M -11,795 -4%
BAPIM
422
British Airways Pensions Investment Management
United Kingdom
$38.7M -$2.33M -15,296 -6%
DCM
423
Dupont Capital Management
Delaware
$38.6M -$8.51M -55,887 -18%
CNAM
424
Campbell Newman Asset Management
Wisconsin
$38.6M +$156K +1,022 +0.4%
CP
425
Cumberland Partners
Ontario, Canada
$38.6M -$1.94M -12,731 -5%
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